Simplicity Wealth,LLC
- SEC CIK
- 0001913243
- Latest filing
- Aug 6, 2026
AFRM holding history
Affirm Holdings, Inc. in every 13F filed by Simplicity Wealth,LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AFRM overviewAll 13F holders of AFRMFull Q2 2026 holdings
- Shares (Q2 2026)
- 7,297
- Value
- $595.1K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,297 | $595.1K | <0.1% | −12,147−62.5% | Reduced | Holders |
| Q1 2026 | 19,444 | $890.9K | 0.1% | −3,486−15.2% | Reduced | Holders |
| Q4 2025 | 22,930 | $1.71M | 0.1% | −6,088−21.0% | Reduced | Holders |
| Q3 2025 | 29,018 | $2.12M | 0.1% | +29,018 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −37,867−100.0% | Sold out | Holders |
| Q1 2025 | 37,867 | $1.71M | 0.1% | +37,867 | New | Holders |